$AppLovin Corporation(APP)$ was impacted by a short-seller report yesterday, falling as much as 22% during the day and closing down 12%. Combined with insider selling, was the timing of this report just perfect?The timing of this report is indeed perfect. During earnings season, many growth stocks drop after beating estimates, likely due to a valuation correction.Additionally, executives have been selling, indicating a lack of short-term confidence. CEO Foroughi Arash Adam performed an open-market sale (S) of 45,000 shares of AppLovin (APP) on 2/21/25 at an average price of $422.21 per share. This transaction totaled $18,999,624 and reduced direct holdings by 1.5%. Apart from this, AppLovin executives have been consistently selling over the past fe

AppLovin's stock price is expected to fluctuate based on various market and industry trends. Here are some predictions for AppLovin's stock price movement: - *Growth in In-App Advertising*: AppLovin predicts that in-app advertising will become increasingly popular in 2025, with more brands investing in ads on mobile apps [3]. - *Use of AI in Marketing*: AppLovin also predicts that AI will play a more significant role in mobile app marketing, with more developers using AI tools to enhance their marketing campaigns [3]. - *Growth in Mobile E-commerce*: AppLovin predicts that mobile e-commerce will continue to grow, with more users making purchases on mobile apps [4]. - *Adoption of Blockchain Technology*: AppLovin also predicts that blockchain technology will become more popular in the mobil

Two short sellers released reports on $AppLovin Corporation(APP)$ touching off a rout of as much as 21% in shares of 2024’s best performing technology stock.AppLovin, which provides marketing services to app developers, fell to about $312 intraday, the lowest level since November and the worst intraday drop since 2022, as investors unwound some of the blistering rally that saw shares rise eight fold last year. The stock was briefly halted for a volatility pause.The report comes with a perfect timing. The valuation is still too high after so many declines in the past 7 days.

The short report claims that $AppLovin Corporation(APP)$ high click-through rates and revenue growth could be attributed to deceptive strategies, rather than legitimate business practices, and that the company may have installed apps on users' phones without consent. If Apple, Google, or other authorities act on these allegations, AppLovin could face significant risks.Is the decline too much?

$Snowflake(SNOW)$  In my opinion is a significantly undervalued AI stock. While PLTR trades at exorbitant multiples, ❄️, with comparable growth and margins, is priced far lower. I believe the market overlooks ❄️'s crucial role in AI: providing seamless data liquidity.  Its platform enables efficient data storage, processing, and sharing—essential for AI model training.  Projected 30% revenue growth and expanding margins further solidify ❄️'s potential.  I expect its valuation to catch up as the market recognizes ❄️ not just as a data warehouse, but as a core AI enabler. This presents a compelling investment opportunity. 

SaaS companies are seen by analysts as key beneficiaries of AI in 2025, with AI expected to further enhance their efficiency, automation capabilities, and overall performance. Many cloud-based software firms are integrating AI-driven analytics, automation tools, and machine learning to improve customer experiences and optimize business operations. However, with several major SaaS companies set to release their earnings reports this week, investors face a critical decision: buy now or wait? Why I’m Waiting Until After Earnings? While AI-driven SaaS companies have strong long-term potential, I am choosing to stay on the sidelines for now for several reasons: Risk Aversion Ahead of Earnings – Earnings reports can be highly unpredictable, even for companies that are fundamentally strong. Unexp

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$SNOW 20250321 150.0 CALL$ I think it can still go higher before they announce their financial result.$Snowflake(SNOW)$  

The rise of artificial intelligence (AI) has already transformed industries, but a new wave of innovation—agentic AI—is emerging as a game-changer. Unlike traditional AI systems that follow predefined rules or react to inputs, agentic AI refers to autonomous systems capable of making decisions, learning dynamically, and acting independently in complex environments. From healthcare to logistics, companies leveraging agentic AI are positioned to disrupt markets and generate outsized returns. In this article, I would like to discuss why agentic AI stocks are set to thrive in the coming decade. The Evolution from Assistive to Autonomous AI Traditional AI excels at pattern recognition (e.g., ChatGPT for text generation), but agentic AI goes further by enabling machines to set goals, adapt to un

Today, let's explore a hot stock $AppLovin Corporation(APP)$  recently.  About AppLovin AppLovin is a leading advertising technology company that helps businesses grow by leveraging AI-driven ad solutions. Its platform reaches over a billion mobile users daily, providing advanced tools for app monetization and user acquisition. Originally focused on mobile gaming ads, AppLovin has expanded into broader digital advertising, attracting top-tier advertisers. With its cutting-edge AXON AI and MAX ad network, the company continues to drive innovation in the ad tech industry. APP LOVIN Over the past two years, ad-tech stock AppLovin has surged 20x, and it jumped another 30% in after-hours trading. In Q4, revenue g

All AI stock will bring supprise!!  Keep going!!

$AppLovin Corporation(APP)$ Q4 revenue & profit are STRONG BEAT: ad revenue of $1 billion (e-commerce may reach 10%), EBITDA margin of 61.8% exceeded expectations.Axon 2.0 technology moat, currently in the ad loading efficiency & accuracy crushed competitors, in the game advertising market is the absolute leader, customer acquisition market share of more than 30% (+10pct year-on-year);The e-commerce track became the second curve, a major factor is Chinese cross-border sellers wildly buying volume.The largest e-commerce customer's budget in 2025 skyrocketed 6 times, and the platform's e-commerce budget accounted for nearly 10%, crushing TikTok and pushing Google;Controversy point 1: Previously Lauren Balik short APP, the main point of conten

$Palo Alto Networks(PANW)$ will be reporting their earnings results for fiscal Q2 2025 today (13 Feb) after the market close. The consensus revenue that analysts are expecting would be at $2.24 billion which represent a growth of 13.3% but this is lower than the 19.3% growth that was recorded for the same period last year. The earnings per share is estimated to come in at $0.78 per share. Palo Alto Networks (PANW) Last Positive Earnings Call Only Manage To Give Modest 0.15% Change Since the last earnings call on 20 Nov 2024 which has a positive sentiment, PANW only managed to see a modest 0.15% change to its share price. The earnings call presented a generally positive outlook with significant growth in next-generation security offerings and succe

AppLovin’s explosive 27% rally has reignited investor interest in high-growth tech stocks. With Twilio (TWLO), Palo Alto Networks (PANW), and Datadog (DDOG) set to report earnings, traders are looking for the next big surprise. Which of these stocks has the potential to follow AppLovin’s lead? Let’s break it down. Twilio (TWLO): A Comeback in Progress? Bullish Case: Twilio has been restructuring to focus on profitability, shifting from aggressive growth to sustainable margins. If its earnings reflect stronger-than-expected efficiency gains, the stock could rally. Bearish Risk: Growth has been slowing, and any weak forward guidance could weigh on the stock. Palo Alto Networks (PANW): Cybersecurity Leader to Outperform? Bullish Case: Cybersecurity remains a top priority for enterprises, and